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Invesco S&P MidCap 400 Pure Value ETF

85 hedge funds and large institutions have $125M invested in Invesco S&P MidCap 400 Pure Value ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 27

2.84% less ownership

Funds ownership: 45.73%42.89% (-2.8%)

3% less funds holding

Funds holding: 8885 (-3)

7% less capital invested

Capital invested by funds: $134M → $125M (-$9.04M)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
85
Holders Change
-3
Holders Change %
-3.41%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
31
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$23.6M +$417K +3,131 +2%
LPL Financial
2
LPL Financial
California
$21.6M -$443K -3,323 -2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$9.29M +$1.26M +9,443 +15%
Raymond James Financial
4
Raymond James Financial
Florida
$6.45M -$113K -851 -2%
SA
5
Sanctuary Advisors
Indiana
$6.29M -$174K -1,309 -3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$5.92M +$1.07M +8,015 +21%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$4.75M -$104K -780 -2%
Bank of America
8
Bank of America
North Carolina
$3.59M -$2.06M -15,445 -36%
MFG
9
Merit Financial Group
Georgia
$3.35M -$480K -3,602 -12%
Wells Fargo
10
Wells Fargo
California
$3M +$993K +7,453 +48%
KWM
11
Kingsview Wealth Management
Oregon
$2.54M +$34.8K +261 +1%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.19M -$388K -2,913 -15%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.87M +$199K +1,496 +12%
AFS
14
Axiom Financial Strategies
Indiana
$1.74M +$1M +7,517 +128%
BWM
15
BNB Wealth Management
Maryland
$1.57M +$152K +1,144 +10%
FPAS
16
Focus Partners Advisor Solutions
Missouri
$1.5M -$69K -518 -4%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.49M -$312K -2,345 -17%
KAS
18
Kestra Advisory Services
Texas
$1.26M +$45.9K +345 +4%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$1.21M +$184K +1,382 +17%
ASN
20
Advisory Services Network
Georgia
$1.19M +$217K +1,633 +22%
SCM
21
Saxony Capital Management
Missouri
$1.17M +$493K +3,704 +70%
MML Investors Services
22
MML Investors Services
Massachusetts
$1.12M -$381K -2,858 -25%
Ameriprise
23
Ameriprise
Minnesota
$1.08M -$203K -1,528 -16%
SB
24
Strategic Blueprint
Georgia
$1.04M +$108K +813 +11%
SWP
25
Stratos Wealth Partners
Ohio
$814K +$175K +1,314 +27%

RFV Hedge Fund Activity: Q1 2026 in Review

85 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Pure Value ETF (RFV) for Q1 2026, worth a combined $125M — down 6.7% from $134M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of RFV and 8 opened new positions — a net loss of 1 holder — while 27 trimmed existing stakes and 31 added.

The largest buyer was Royal Bank of Canada, adding an estimated $1.26M. The largest seller was Stratos Wealth Advisors, cutting an estimated $9.89M.

  • 85 institutional investors held Invesco S&P MidCap 400 Pure Value ETF (RFV) as of Q1 2026, down from 88 in Q4 2025.
  • Funds reported $125M of Invesco S&P MidCap 400 Pure Value ETF stock for Q1 2026, down 6.7% quarter-over-quarter.
  • 8 funds opened new Invesco S&P MidCap 400 Pure Value ETF positions in Q1 2026 and 9 closed out, a net change of -1 holder.
  • The largest Invesco S&P MidCap 400 Pure Value ETF buyer in Q1 2026 was Royal Bank of Canada, an estimated $1.26M added.
  • The largest Invesco S&P MidCap 400 Pure Value ETF seller in Q1 2026 was Stratos Wealth Advisors, an estimated $9.89M sold.

Based on aggregated 13F filings for Q1 2026.